Kozak & Associates, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
Kozak & Associates, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,733
-8.0%
97
-4.9%
0.01%
-11.1%
Q2 2023$22,534
+14.3%
102
+5.2%
0.01%0.0%
Q1 2023$19,721
+109461.1%
97
+1.0%
0.01%0.0%
Q4 2022$18
-99.9%
960.0%0.01%
-18.2%
Q3 2022$17,000
-15.0%
96
-7.7%
0.01%
-15.4%
Q2 2022$20,000
-9.1%
1040.0%0.01%
-7.1%
Q1 2022$22,0000.0%1040.0%0.01%0.0%
Q4 2021$22,000
-8.3%
104
+7.2%
0.01%0.0%
Q3 2021$24,000970.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders